[WEBINAR RECORDING] What happens when you turn 60?

Are you 60 years old, or getting close? Find out what turning 60 means for you and your super, and why it can be just as beneficial as turning 65.* This video contains general advice only

[WEBINAR] The advantages and disadvantages of a SMSF

During this introductory webinar, Self Managed Super and Accounting Director Charity Bru provides the pros and cons to consider before starting a SMSF. *Special offer* Right now we are waiving the ...

[WEBINAR] Missing piece: International exposure in your SMSF

Join Superannuation and Accounting Director Charity Bru and Global Investment Director Oliver Gordon as the discuss the common issue of lack of international diversification within self-managed sup...

Making sense of capital gains tax on shares

While refusing to lock-in profits or never culling the deadwood from your share portfolio is one sure-fire way to avoid capital gains tax (CGT), it's as nonsensical as choosing an investment for ...

Become ‘tax-ready’ but don’t jump too early

SMSFs wanting to end the financial year in good shape should make the most of tax time by transferring as much surplus wealth into their superannuation (Super) as they can. However, investors who t...

Insurance for Superannuation and SMSFs

Insurance is an important consideration particularly within the superannuation environment. There are several different types of insurance policies that you can purchase via your superannuati...

Traits of successful SMSF trustees

Given the complexity of superannuation, I can understand if people feel that it might just be too much to manage. I’ve specialised in this industry for close to a decade and even I admit that there...

Starting a SMSF: The most common questions

Individuals often ask me the same questions when looking into starting their own self-managed superannuation fund (SMSF). Below is my list of the most common questions for SMSF beginners, and answe...

[Video] Should you use an individual or corporate trustee in your SMSF?

This is an updated version of a post we originally published 22 August 2014. The trustee of an SMSF is the entity/entities that are in charge of the day-to-day maintenance and management of the fun...

Recognising what your SMSF administrator leaves out is as important as knowing what you get

Whether you're one of the 2,500 investors starting a new SMSF this month or already belong to the one million-plus existing members, chances are you’re aware of the sheer number of professionals ...